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How do AI employees sit next to an existing CRM?

They write into the CRM you already have. We do not ask you to move house first.

Louis GrangePublished 25/10/20264 min read
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An AI employee sits next to the CRM you already run. It creates the contact, updates the deal, and writes the note. It does not replace the CRM and it does not ask your team to live in a second login. If we cannot write to your CRM, we say so on the discovery call. The build is 30 days after access is real.

The integration

Read contacts and deals. Write notes and stage changes. Never invent a field you did not approve.

List uploads stay out of the enquiry inbox. Those are two different piles.

See how an AI SEO employee would handle this for you. Book a free discovery call.

If the CRM has no API

We can start from the mailbox that already creates records. That is slower and still honest.

Questions

Which CRMs do you support?
The ones with a real API or a stable mailbox. We name the clicks for your CRM on the call.
Will our pipeline change?
Only if you want new stages. By default we write into the stages you already use.
Where do secrets live?
In your password manager, shared to us. We do not keep CRM keys in a website form.

Author

Louis Grange

Founder, The AGNTCY

First-hand notes from deploying AI employees. No unsourced statistics.

Author page and LinkedIn

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